AVES vs. SCHD
Compare and contrast key facts about Avantis Emerging Markets Value ETF (AVES) and Schwab US Dividend Equity ETF (SCHD).
AVES and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVES is an actively managed fund by American Century Investments. It was launched on Sep 28, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVES or SCHD.
Key characteristics
| AVES | SCHD | |
|---|---|---|
| YTD Return | 1.20% | 0.36% |
| 1Y Return | 11.63% | 6.55% |
| Sharpe Ratio | 0.83 | 0.54 |
| Daily Std Dev | 13.72% | 11.69% |
| Max Drawdown | -27.40% | -33.37% |
| Current Drawdown | -4.10% | -5.98% |
Correlation
The correlation between AVES and SCHD is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVES vs. SCHD - Performance Comparison
In the year-to-date period, AVES achieves a 1.20% return, which is significantly higher than SCHD's 0.36% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVES vs. SCHD - Expense Ratio Comparison
Risk-Adjusted Performance
AVES vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Value ETF (AVES) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AVES vs. SCHD - Dividend Comparison
AVES's dividend yield for the trailing twelve months is around 3.91%, more than SCHD's 3.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVES Avantis Emerging Markets Value ETF | 3.91% | 3.96% | 3.70% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AVES vs. SCHD - Drawdown Comparison
The maximum AVES drawdown since its inception was -27.40%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AVES and SCHD. For additional features, visit the drawdowns tool.
Volatility
AVES vs. SCHD - Volatility Comparison
Avantis Emerging Markets Value ETF (AVES) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.53% and 3.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.